What if I have a small estate? Would a small donation even matter to a charity?

Yes! In fact, micro-donation is one of the fastest growing methods to support charities today. When you give, even a small amount, you contribute to something bigger than yourself. And, when multiple people begin to give small amounts, they add up quickly! Every donation makes a difference!

Why should I consider Charitable Giving?

Donating a portion of your estate to a religious, charitable, or non-profit cause helps the organization grow and thrive. Including a meaningful cause in your estate plan can also enhance your sense of legacy. Giving is also an important part of Biblical stewardship for those who follow the Holy Scriptures. Finally, some estates may benefit from tax breaks for charitable giving. Check with your attorney or financial planner to see if this may benefit your estate.

What is Charitable Giving?

Charitable Giving is the practice of donating a portion of your estate to a non-profit organization or charity of your choosing. This may be your house of worship, school, or favorite charity.

Does LegacyWise work in my state?

LegacyWise is designed to work in all states. Currently, LegacyWise operates in the States of NH, ME, MA, NJ, NY, PA, VA, NC, SC, FL, TN, and TX. However, we plan to expand to all states in the near future. Feel free to call or write to find out when workshops will be available in your area.

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Q: What is a LegacyWise workshop?

LegacyWise workshops can be conducted either in-person or remotely via Zoom. Workshops can be conducted in a group setting (accommodating all size groups) or one-on-one. Workshops step through a series of questions on the users’ individual screens (notebook, Chromebook, iPad, etc.) which each user answers individually. This is a web-based system accessible through any device with a web browser. Individual answers are stored securely and confidentially online as each question progresses. Group workshops typically take 2-3 hours (1-2 hours for one-on-ones). Answers to workshop questions are used to populate the users’ documents. Where possible, plain language principles are deployed so that documents are easy to understand. After the workshop, the user can review & update answers for 45 days. Users are encouraged both to execute their documents and complete trust funding steps during that timeframe.

What is a LegacyWise workshop?

¿Qué pasa si tengo un patrimonio pequeño? ¿Le importaría una pequeña donación a una organización benéfica?

¿Por qué debería considerar las donaciones caritativas?

¿Qué son las donaciones caritativas?

¿LegacyWise funciona en mi estado?